#美国就业数据表现强劲超出预期 $BTC $ETH $BNB

The army of Japanese housewives is rewriting the global financial landscape, while Wall Street has yet to react.

These "Mrs. Watanabes" holding $15 trillion in household assets have been thriving for years with a simple and crude arbitrage strategy: borrowing zero-interest yen and then investing in U.S. stocks and bonds, enjoying the interest rate spread in between. This logic is also frequently used in Buffett's playbook.

But the trend will change by the end of 2025. The Federal Reserve announces a rate cut of 0.25%, bringing the federal funds rate down to 3.5%-3.75%; meanwhile, the Bank of Japan raises rates to 0.75%, reaching a new high in 30 years. With pressure from both sides, the previously easy arbitrage space of interest rate differentials quickly shrinks. The days of lying flat and winning are about to come to an end.

The ladies' group has collectively realized—an impressive scene of dumping U.S. stocks, slashing U.S. bonds, and paying off Japanese yen debt is beginning to unfold. Trillions of dollars are turning around like a tidal wave, and the global market is stepping onto a spectacular stampede. The ferocity of retail investors is making Wall Street shake as well.

The most magical thing is that the real big BOSS shaking up the financial market is not some Wall Street wolf, but rather the super housewives in the kitchen. A sigh, and the whole world trembles. So before trading stocks, it might be a good idea to check how the ladies are feeling.